Quinn Jensen Email & Phone Number

I am a Senior Vice President, Financial Advisor at RBC Wealth Management. Prior to RBC Wealth Management I worked for Merrill Lynch for 22 years. I began my career in Private Banking at Zions First National Bank. From my many years of experience I am highly proficient in developing asset, liability, and insurance strategies for diverse and multidimensional financial purposes. My goal is to help clients make the most of their financial opportunities. I use communication, goal-based planning, active management, and advice to create a team approach with each and every client. I work closely with entrepreneurs, corporate executives, medical practices, and families. Beyond business, I hope to form a great friendship with clients through loyalty, reliability, and respect for one another's strengths. I have earned the title of Portfolio Manager, as well as having received the CRPC® Chartered Retirement Planning Counselor SM and CRPS® Chartered Retirement Plans Specialist SM from the College for Financial Planning. I obtained the Certified Investment Management Analyst® designation from the Investments and Wealth Institute, taught in conjunction with the Yale School of Management in 2019. Through these certifications I offer clients personalized services along with the countless resources of RBC Wealth Management. I excel in a wide range of areas, including, asset, liability, retirement plans and strategies, and cash management. This allows me to provide financial services to individuals, corporations, and families.When not working, I love the outdoors. I like to spend my free time with my wife, Nan and our family. We enjoy activities such as swimming, riding, running, and golfing. When I am not in the office you will almost always find me outside enjoying the fresh air with my family.I am currently looking for and accepting new relationships who value the strategic planning approach. Connect with me if you are interested in goal-based planning and strategies.